Mark W.
7/27/2025
Nick and Phil spent weeks educating me on their products and answering my questions. They weren't pushy but followed up regularly as I run a robotics business and am running hard. I wanted to do...
Capitol Financial Solutions
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(4)
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8816 Six Forks Rd Ste 301
Raleigh, NC 27615
We are a full-service financial planning firm that specializes in working with business owners, entrepreneurs, and professionals. What this means is that we invest the time to better educate, organize, and prepare our clients for the inevitable financial issues they face. The real benefit is confidence in knowing you are able to protect and preserve your lifestyle, assets, and loved ones. See Our affiliated offices at: Charlotte Office 13777 Ballantyne Corporate Place Suite 550 Charlotte, NC 28277 Phone: (704) 643-0408 Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment Richmond Office 3957 Westerre Parkway Suite 402 Henrico, VA 23233 Phone: (804) 288-8800 Mon-Fri: 8:00 AM - 5:00 PM Sat-Sun: By Appointment
Also at this address
Reviews
4.04 reviews
Katherine S.
8/17/2021
Absolutely zero regard fir privacy laws and regulatory compliance. Kent Thompson added my personal information to their database without my permission after connecting with me on LinkedIn (using...
Rachel M.
1/20/2017
This firm is very well organized and in the mildly paraphrased words of Will Smith, a team lead there, "as a son of a diesel mechanic I am proud to cater to people of every demographic. (At...
Beth S.
1/26/2017
I have been greatly helped by Nicholas Pino at Capitol Financial Solutions. His level of expertise and his wonderful, caring customer service have been greatly appreciated during a particularly...
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